Ifs Advisors, LLC Portfolio Holdings
Ifs Advisors, LLC
- $122 Million
- Q1 2025
Ifs Advisors, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $122 Million distributed in 199 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $50.2M, Ishares Trishares 0 3 Mnth Tre with a value of $20.6M, Ishares Core Dividend Growth E with a value of $12.6M, Vanguard Information Technolog with a value of $11M, and Ishares Core S&P Mid Cap ETF with a value of $6.48M.
Examining the 13F form we can see an decrease of $4.67M in the current position value, from $127M to 122M.
Below you can find more details about Ifs Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$122 Million
ETFs: $118 Million
Financial Services: $942,000
Technology: $841,000
Industrials: $656,000
Healthcare: $553,000
Energy: $463,000
Consumer Defensive: $391,000
Consumer Cyclical: $380,000
Other: $658,000